Business Intelligence Monitor Weekly 211115~211121

[Reports]

•   IMF: New Monetary Policy Tools for Emerging Market and Developing Economies

•   IMF: Measuring Climate Change: The Economic and Financial Dimensions

•   IMF: Sharing the Gains of Automation: The Role of Fiscal Policy

•   IMF: IMF Staff Completes 2021 Article IV Mission to the People's Republic of China

•   IMF: How Trade Can Help Speed Asia’s Economic Recovery

•   IMF: Latin America’s Inflation Challenge

•   World Bank: Green or brown: The COVID-19 crisis and the road to recovery

•   World Bank: Do investors care about consumption taxes? Evidence from financial markets

•   World Bank: The Macroeconomy After Tariffs

•   World Bank: Competition and Firm Recovery Post-COVID-19

•   UNCTAD: Review of Maritime Transport 2021

•   OECD: GDP Growth - Third quarter of 2021, OECD

•   WTO: Goods Barometer points to slowing trade growth due to disruptions in critical sectors

•   BIS: New developments in central bank statistics around the world

•   White House: FACT SHEET: President Biden’s Executive Order Establishing Priorities and Task Force for Implementation of the Bipartisan Infrastructure Law

•   White House: Readout of President Biden’s Virtual Meeting with President Xi Jinping of the People’s Republic of China

•   White House: FACT SHEET: Key Deliverables for the 2021 North American Leaders’ Summit

•   U.S. Treasury: Secretary of the Treasury Janet L. Yellen Sends Letter to Congressional Leadership on the Debt Limit | U.S. Department of the Treasury

•   U.S. Department of State: On the Situation in the South China Sea

•   JEC: How Inflation is Weakening the Recovery and Harming Low-Income Americans the Most

•   European Commission: Commission proposes new list of Projects of Common Interest for a more integrated and resilient energy market

•   European Commission: Commission welcomes agreement on EU Annual Budget 2022

•   Fed: Speech by Governor Christopher J. Waller - Reflections on Stablecoins and Payments Innovations

•   Fed: Speech by Governor Christopher J. Waller - Economic Outlook

•   Fed: Macroeconomic Implications of Inequality and Income Risk

•   Fed: Speech by Vice Chair Richard H. Clarida - Perspectives on Global Monetary Policy Coordination, Cooperation, and Correlation

•   Fed: Quantifying Bottlenecks in Manufacturing

•   FRBNY: Preparing for the Unknown

•   FRBSF: Policymaking in a Time of Uncertainty

•   FRBSF: How Strongly Are Local Economies Tied to COVID-19?

•   St. Louis Fed: The Evolution of Household Net Worth during COVID-19

•   St. Louis Fed: People Smooth Their Consumption. Shouldn’t Nations, Too?

•   St. Louis Fed: Roundup: Monetary Policy, High-Frequency Data and Expanded Unemployment Programs

•   ECB: ECB Financial Stability Review shows pandemic risks eased with recovery but vulnerabilities ahead building up

•   ECB: Christine Lagarde: Hearing of the Committee on Economic and Monetary Affairs of the European Parliament

•   ECB: Luis de Guindos: Recovery from the pandemic crisis – challenges for the financial sector

•   ECB: Isabel Schnabel: Reflation, not stagflation

•   ECB: Fabio Panetta: Designing a digital euro for the retail payments landscape of tomorrow

•   ECB: Christine Lagarde: Commitment and persistence: monetary policy in the economic recovery

•   ECB: Why is inflation currently so high?

•   ECB: The ECB’s case for central bank digital currencies

•   ECB: Natural rate chimera and bond pricing reality

•   BOJ: Speech by Governor KURODA in Nagoya (Japan's Economy and Monetary Policy)

•   NBER: Deindustrialization and Industry Polarization

•   NBER: Converging to Convergence | NBER

•   NBER: Capital Investment and Labor Demand

•   CEPR: CEPR Discussion Papers 14 November 2021

•   VoxEU: Negative policy rates: Expansionary effects via portfolio rebalancing

•   VoxEU: COVID-19 uncertainty: A tale of two tails

•   VoxEU: Wealth and history: A reappraisal

•   VoxEU: Dollar dominance and the international adjustment to global risk

•   VoxEU: Firm-level policy support during the Covid-19 crisis: So far so good

•   VoxEU: Lessons from a European journey through two crises | VOX, CEPR Policy Portal

•   VoxEU: Policy implications of dollar pricing

•   World Economic Forum: Top 10 Emerging Technologies of 2021

•   World Economic Forum: Climate change is driving a financial crisis – here's what needs to change

•   World Economic Forum: How to make cryptocurrency more sustainable

•   World Economic Forum: What’s the difference between COVID-19 vaccine efficacy and effectiveness?

•   World Economic Forum: Germany has the best brand of any nation

•   World Economic Forum: Floating wind farms could make California 100% renewable by 2045

•   World Economic Forum: Why 24/7 clean energy beats carbon offsetting

•   World Economic Forum: COVID-19 and the impact on part time jobs

•   World Economic Forum: Explainer: What’s driving ‘the Great Resignation’?

•   World Economic Forum: Is infinite economic growth possible on a finite planet?

•   World Economic Forum: COP26: success or failure? A climate correspondent's verdict

•   World Economic Forum: After COP26: Everything to know about the environment this week

•   World Economic Forum: COP26 outcomes aren’t satisfying but there's reason for hope

•   Brookings: What does current inflation tell us about the future?

•   Brookings: COP26 shows cities can lead on climate, but must strengthen their data and action plans

•   Brookings: Coming together: Forging new paths to action for the Sustainable Development Goals

•   Brookings: Hutchins Roundup: Healthcare utilization, US liabilities, and more

•   Brookings: How robotic process and intelligent automation are altering government performance

•   CSIS: The Battle for Coal at COP26

•   CSIS: WTO MC12 Agenda: Too Much or Not Enough?

•   CSIS: After the AUKUS Crisis, Are France-U.S. Relations Back on Track?

•   CSIS: The Shot Heard around the World

•   CSIS: A Nuclear Iran Is Not Inevitable

•   CSIS: COVAX Past, Present, and Future: A Conversation with Dr. Seth Berkley

•   CSIS: Moscow’s Continuing Ukrainian Buildup

•   CSIS: Look Skeptically at China’s CPTPP Application

•   CSIS: Lukashenko’s Failed Gambit

•   CSIS: Life after COP26

•   CSIS: How Market Factors Could Shape Demand for Cleaner Gas

•   McKinsey:The rapid growth in global wealth

•   McKinsey:COVID-19: Briefing note #81, November 17, 2021

•   KPMG: COP26 reflections: Implications for businesses

•   Visual Capitalist: Mapped: Solar Power by Country in 2021

•   Visual Capitalist: Financing a Net-Zero Future with Carbon Credit Streaming

•   IEA: Energy Efficiency 2021 – Analysis

•   IEA: Oil Market Report - November 2021

•   BNEF: Global Energy Storage Market Set to Hit One Terawatt-Hour by 2030

•   Ember: COP26: Making Coal History

•   Rystad Energy: As falling costs make new oil cheaper to produce, climate policies may fail unless they target demand

•   Rystad Energy: COP26 pledge to do better could help limit global warming to 1.6°C but more evidence needed

•   Rystad Energy: Cost inflation will hit the US oil and gas supply chain in coming years, starting with a surge in EPCI

•   Rystad Energy: Having hedged most of their output, US gas producers face billions in hedging losses next year

•   Applied Energy: ‘Clean’ hydrogen? – Comparing the emissions and costs of fossil fuel versus renewable electricity based hydrogen

•   KHL: Hydrogen round-up: 5 of construction’s latest initiatives

•   Strategy Analytics: 5G Smartphone Shipments Grow by Triple Digits in Q3 2021

•   Strategy Analytics: Q3’21: Indonesia Smartphone Market Declined by -15% YoY

•   Strategy Analytics: Digital Transformation Empowers the Building of ‘5G Capital’

•   Counterpoint: Indonesia Smartphone Shipments Drop 6% YoY in Q3 2021 on COVID-19, Supply Challenges

•   Counterpoint: Cameras In Focus as Smartphone Image Sensors Hit Milestone

•   IHS Markit: Banning Exports of US Crude Oil Would Likely Raise Gasoline Prices, Not Lower Them

•   IHS Markit: Global Solar PV Installations to Grow 20% in 2022 Even as Supply Chain Disruptions Lead to Rising Manufacturing Costs, IHS Markit Says

•   DRAMeXchange: 【Market View】DRAM Industry’s Revenue Rises by 10% QoQ for 3Q21 Thanks to Slight Shipment Growth and Ongoing Quote Hikes, Says TrendForce

•   DRAMeXchange: 【Market View】Explosive Growth of Commercial Opportunities Driven by Metaverse Projected to Generate Improvements in Computing Cores, Telecommunications, and Display Technologies, Says TrendForce

•   DRAMeXchange: 【Market View】Smartphone Production Expected to Return to Pre-Pandemic Level for 2022 with 1.39 Billion Units, Says TrendForce

•   IC Insights: Annual Revenue Growth to Skyrocket Among Top 25

•   한국은행: 해외경제 포커스(제2021-44호)

※   국제경제리뷰: 글로벌 에너지시장의 최근 상황 점검

•   한국은행: 2021년 10월중 거주자외화예금 동향

•   한국은행: 2021년 9월말 국제투자대조표(잠정)

•   한국은행: 2021년 10월 생산자물가지수

•   한국은행: [현지정보] 향후 중국 정치 일정과 그에 대한 평가

•   한국은행: [현지정보] 일본 3/4분기 실질GDP(속보), 전기대비 0.8% 감소

•   한국은행: [현지정보] 중국 베이징증권거래소 출범

•   한국은행: [현지정보] 제26차 기후변화협약 당사국 총회(COP26) 주요 내용 및 평가

•   한국은행: [현지정보] 최근 유로지역 주변국 국채 스프레드 확대 배경 및 전망

•   한국은행: [동향분석] Brainard 연준이사(차기 연준 의장 또는 금융감독부의장 유력후보) 주요 정책견해

•   한국은행: International Transmission of Chinese Monetary Policy Shocks to Asian Countries

•   국제금융센터: 향후 미국 경제 및 통화정책 시나리오와 영향

•   국제금융센터: 주간 Wall Street 인사이트(11.15)

•   국제금융센터: 주간 Global Opinions(11.8~11.14)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(11.15)

•   국제금융센터: 주요 투자은행 환율전망 (11월 15일)

•   국제금융센터: 일본, 금년 1분기에 이어 3분기도 마이너스 성장

•   국제금융센터: 거주자 해외증권투자 동향 및 전망

•   국제금융센터: 코로나19 관련 동향 및 해외시각(11.16)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(11.17)

•   국제금융센터: 코로나19 이후 글로벌 대외 불균형 확대와 시사점

•   국제금융센터: 코로나19 관련 동향 및 해외시각(11.18)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(11.19)

•   국제금융센터: [Fund Flow] 글로벌 펀드자금, 주식·채권 유입폭 축소

•   국제금융센터: 미국 물가상승의 요인별 분석 및 평가

•   국제금융센터: 터키의 연이은 금리인하 배경과 영향

•   kotra: [기고] 미국 물류적체 심화 원인과 전망

•   kotra: 남아공 지방선거 개최… 집권여당 ANC 득표율 사상 최저치 기록

•   kotra: 브라질 기준금리, 4년 만에 최고 수준

•   kotra: 러시아의 벨라루스와 연합, 그 경제적 효과는?

•   kotra: 중국 31개 지방정부 3분기 경제 실적 : 원자재 가격 상승과 전력제한 조치 영향 요인 분석

•   kotra: 중국 지역별 신SOC 발전 현황

•   kotra: [기고] ‘리비안’ 급등에서 찾는 한국 전기차의 가능성

•   kotra: 미국 물류대란으로 연말 쇼핑시즌 앞당겨질 전망

•   kotra: 中 자동차시장, ‘중간 가격대의 신에너지차’가 뜬다!

•   kotra: 아르헨티나, 수소경제 추구

•   kotra: 반도체 국산화를 위한 중국의 새로운 시도, 3세대 반도체

•   kotra: 2021년 칠레 신재생에너지 산업 정보

•   kotra: 폴란드 기업들의 소형 모듈 원전(SMR) 도입 추진

•   대외경제정책연구원: 탄소국경조정제도(CBAM)의 중소기업에 대한 영향과 해외 정책사례

•   EMERiCs: [동향세미나] 제18차 아세안-인도 정상회담의 주요 내용과 평가

•   EMERiCs: [이슈트렌드] 인도, 축제 시즌 맞아 경기 활성화... 물가 또한 안정

•   EMERiCs: [이슈트렌드] 아프가니스탄, 경제적 위기 심화... 최악의 겨울 우려

•   EMERiCs: [이슈트렌드] 인도네시아, 고속철 건설 장기화로 국영 기업 재무 상태 악화...정부 예산으로 지원

•   EMERiCs: [전문가오피니언] 러시아-벨라루스 통합 추진의 정치적 배경과 함의

•   EMERiCs: [이슈트렌드] 벨라루스, 러시아와 폴란드 국경 난민 문제 논의... 국경 지역에 러시아 폭격기 출현

•   EMERiCs: [이슈트렌드] OPEC+, 미국의 압력과 에너지 가격 인상에도 기존 증산 규모 유지

•   EMERiCs: [동향세미나] 브라질, 2030년 온실가스 50% 감축과 2050년 탄소중립 발표

•   EMERiCs: [이슈트렌드] 중남미, 물가 압력 여전…대책 마련에 부심

•   EMERiCs: [이슈트렌드] 중남미 각국, 기후 변화 대응 정책 속속 발표

•   EMERiCs: [이슈트렌드] 중동부유럽, 안정적인 전력 공급과 탄소 중립을 위해 원자력 발전 선택

•   EMERiCs: [이슈트렌드] 베이징 증권거래소 공식 출범

•   EMERiCs: [이슈트렌드] 中 올해 보장형 임대주택 90만 채 추가 공급으로 주택 보장 시스템 보완 가속화

•   EMERiCs: 시진핑의 ‘공동부유’가 중국 기업에 미치는 영향

•   국제무역연구원: 협동로봇: 중소기업 스마트 제조의 시작점

•   수출입은행 해외경제연구소: [이슈보고서] 서방의 대러 제재 이후 러·중 경제협력 확대와 시사점

•   수출입은행 해외경제연구소: [이슈보고서] 아프리카대륙자유무역지대(AfCFTA) 협정 발효와 향후 전망

•   산업연구원: "한국 산업의 공급망 취약성 및 파급경로 분석"

•   에너지경제연구원: [격주간] 세계 원전시장 인사이트(2021.11.19)

•   글로벌에너지협력센터: Global Energy Weekly Briefing (2021.11월 2주차)

•   현대경제연구원: ‘인플레이션 수입’ 방지를 위한 노력이 절실하다 - 최근 수입물가 폭등의 원인과 시사점

•   조세재정연구원: 2021~2025 국가재정운용계획: 탄소중립 달성 위한 에너지 관련 재정지원체계 개편

•   조세재정연구원: 2021~2025 국가재정운용계획: 수소산업, BIG3 등 신성장 동력 창출

•   조세재정연구원: 2021~2025 국가재정운용계획: 자원순환경제 구축

•   국회입법조사처: 해외주요국의 위드코로나(With Corona) 시행 전후의 양태와 한국에의 시사점

•   금융연구원: 코로나 위기 대응과 금융의 향후 과제

•   KDB미래전략연구소: 주간 KDB리포트(2021.11.15)

•   KDB미래전략연구소: EU의 사회적 분류체계와 시사점

•   국가안보전략연구원: 중국공산당 제19기 6중전회 평가: 지속과 변화 요인

•   국가안보전략연구원: 영국 COP26 회의 결산: 더 나은 녹색 미래를 위한 첫걸음

•   대한상의: 기업현장에 맞지 않는 조세제도 현황 조사

•   대한상의: 탄소중립 이행을 위한 산업계 제언

•   대한상의: [유통 인사이트] 3분기 백화점·면세점 맑고, 대형마트·슈퍼마켓 흐림

•   한국경제연구원: ’21년上 청년 체감경제고통지수 27.2, ’15년 집계 이후 최고 수준

•   한국경제연구원: 늙어가는 한국, 노후대책은 부실, 연금으로 생활비 절반도 빠듯

•   한국경제연구원: 한미상호방위조약 발효 67주년, 한미동맹가치 최대 3,041.6조원

•   한국경제연구원: 청년 대졸자 고용률 75.2% OECD 37개국 중 31위

•   한국경제연구원: 차기정부, 공정거래 행정소송 3심제 도입 및 상법상 기업활동 규제 개혁해야

•   한국경제연구원: 주요 수출기업, 원자재 구매 가격 18.6% 증가... 영업이익 5.9% 감소

•   경총: 경총, 제1차 「중대재해 예방 산업안전포럼」 개최

•   경총: 중대재해처벌법령 고용부 해설서 관련 코멘트

•   정보통신정책연구원: 주요 산업의 디지털화 추이- 네이버 뉴스 기사를 통한 분석

•   로봇산업진흥원: [Robot Issue Brief 2021-11]유럽 싱크탱크 Bruegel, 로봇세에 대한 정책 접근법 고찰

•   기재부: 「월간 재정동향 및 이슈」 2021년 11월호 발간

•   기재부: [보도참고] 금년 초과세수는 현 시점에서 추경예산 대비 약 19조원 수준으로 전망됩니다.

•   기재부: 제33차 부동산시장 점검 관계장관회의 개최

•   기재부: 제8차 소재·부품·장비 경쟁력강화위원회 개최

•   기재부: [보도참고] '21.3/4분기 대외채권·채무 동향 및 평가

•   기재부: [보도참고] 2021년 3/4분기 가계동향조사 결과

•   기재부: 「제16차 혁신성장 빅3(BIG3) 추진회의」 개최

•   통계청: 2020년 주택소유통계 결과

•   통계청: 2021년 사회조사 결과(복지, 사회참여, 여가, 소득과 소비, 노동)

•   통계청: 2021년 3/4분기 가계동향조사 결과 보도자료

•   산업부: 규제 샌드박스, 탄소중립 위한 규제 돌파구

•   산업부: 산업부, 수소·암모니아 발전 본격 추진

•   산업부: (설명자료)‘정부는 ’30년까지 암모니아 발전을 상용화하고, ‘35년까지 수소발전을 상용화할 계획임’

•   산업부: 글로벌 청정에너지 전환을 위한 수소경제 다자협력 강화

•   산업부: 제2차「탄소중립 산업전환 추진위원회」개최

•   산업부: 블루수소 연계 국내 최초 상용 규모 CCS 사업 동해가스전 활용 '25년부터 年 40만톤 이산화탄소 저장 추진

•   산업부: 한미 통상장관회담 개최

•   산업부: 2021년 10월 자동차산업 동향

•   산업부: (참고자료)한국 조선사, 압도적인 경쟁력으로 바다위의 천연가스 종합 생산 공장인 FLNG 세계시장 석권

•   노동부: 중대재해처벌법의 중대산업재해 관련 해설서 배포

•   환경부: (설명)11.11일 시행된 '요소수 긴급수급조정조치'는 특정 수요로 요소수를 공급·유통하는 것을 막고 있지 않음[매일경제 2021.11.15일자 보도에 대한 설명]

•   공정위: 2021년 공시대상기업집단 내부거래현황 정보공개

•   금융위: [보도참고] 최근 대출금리 상승 등에 대한 설명자료

[Magazines]

•   Economist: The world is entering a new era of big government

•   Economist: Governments are not going to stop getting bigger

•   Economist: Hostility towards private equity’s push into property is misguided

•   Economist: As housing costs rocket, governments take aim at large investors

•   Economist: How not to lose the war on terror in Africa

•   Economist: Chile’s voters are on the verge of a terrible mistake

•   Economist: Don’t mock the metaverse

•   Economist: The video-game industry has metaverse ambitions, too

•   Economist: Talks between Xi Jinping and Joe Biden do not herald a thaw

•   Economist: Will Democrats be rewarded for spending lots of money?

•   Economist: Pete Buttigieg’s impossible job

•   Economist: Britain’s economy does not lack oomph, but productivity is lagging

•   Economist: The Glasgow summit left a huge hole in the world’s plans to curb climate change

•   Economist: China’s communist authorities are tightening their grip on the private sector

•   Economist: China seeks to extend its clout in commodity markets.

•   Economist: Germany grapples with weird ways to dodge its debt brake

•   Economist: The case of Japan’s curiously quiescent inflation rate

•   Economist: Janos Kornai understood capitalism by studying its opposite

•   Economist: SARS-CoV-2 could be lurking in animal hidey-holes

•   Forbes: Build-To-Order May Not Be Built To Last

•   Fortune: The green economy is poised to create an immense amount of prosperity—but will everyone benefit?

•   Fortune: COP26’s focus on methane is right—but don’t scapegoat animal agriculture on the altar of climate change

•   Fortune: Georgetown immunologist who has accurately predicted coronavirus trends says there are only 3 ways the pandemic could end—and you really don’t want option 2 or 3

•   Bloomberg Businessweek: Supply Chain Shortage: Global Firms Decide to Manage Process Themselves

•   Bloomberg Businessweek: What Is Blockchain? How the Technology Transforms Daily Life

•   Bloomberg Businessweek: Shrinking Labor Forces Weighs on Russia and Putin’s Economic Recovery

•   Bloomberg Businessweek: Rivian’s Blockbuster IPO Is the Ultimate Validation of Tesla

•   Bloomberg Businessweek: Covid Has Made Xi, Putin, Erdogan and Other Authoritarian Leaders Weaker

•   Bloomberg Businessweek: Biden Could End Trump’s China Trade War to Beat Inflation, But Open GOP Attacks

•   Bloomberg Businessweek: Biden Can’t Avoid Blame for Inflation, a Tough Problem to Fix

•   Bloomberg Businessweek: Inflation Tracker: Where Prices Are Hot—and Where They’re Not

•   Bloomberg Businessweek: Americans Remember 1970s Inflation. Politicians Should, Too

•   Bloomberg Businessweek: History Shows Transitory Inflation Takes Time

•   Bloomberg Businessweek: Wall Street Bets on Surging Inflation Could Kill Career of Top Traders

•   Bloomberg Businessweek: How Bad Will Inflation Get? What Rising Prices Mean for Economy

•   Bloomberg Businessweek: Fed’s Powell Fights High Inflation in His 1970’s Paul Volcker Moment

•   Bloomberg Businessweek: Why GM Remains in India 4 Years After Ending Car Sales

•   Time: Inflation Is Driving Up Prices. Here’s What Will Cost More, and How to Plan for It

•   Atlantic: The New Pandemic Division Tearing Europe Apart

•   Atlantic: How the Build Back Better Act Could Backfire on Democrats

•   Atlantic: Six Theories of Joe Biden’s Crumbling Popularity

•   Atlantic: The Double-Whammy COVID-Flu

•   Atlantic: Xi Jinping’s Terrifying New China

•   Foreign Policy: Biden and Xi Meet Amid U.S.-China Tensions

•   Foreign Policy: As Fuel Inflation Rises, Biden Needs a Smarter Energy Policy Fast

•   Foreign Policy: Is Russia Preparing to Invade Ukraine?

•   Foreign Policy: Russia's Military Reshuffle Isn't Preparation for Invading Ukraine

•   Foreign Policy: Kremlin Says Second Biden-Putin Meeting Is in the Works

•   Foreign Policy: Defense Department Grows Small Footprint of Troops in Taiwan

•   Foreign Policy: India Needs Nuclear Power to Hit Modi's 2070 COP26 Pledge

•   Foreign Policy: Breaking Up Is Bad for the United States

•   Foreign Policy: Myanmar: Months After Coup, China Warms Up to Military Regime

•   Foreign Policy: China's Great Firewall Should Be a U.S. Trade Target

•   Foreign Policy: Climate Crisis Should Be the Final Blow to the Washington Consensus

•   Foreign Policy: Germany Can Learn From Japan's China Strategy

•   Foreign Policy: 4 Key Takeaways From COP26

•   Foreign Policy: South Africa’s Coal Deal Is a New Model for Climate Progress

•   Foreign Policy: The Chinese Communist Party Has Little Public Doubt About Its Future

•   Foreign Affairs: Why China Wants More and Better Nukes

•   Foreign Affairs: The New Economics

•   Foreign Affairs: A Nuclear Iran Is Not Inevitable

•   Foreign Affairs: China’s Search for Allies

•   Foreign Affairs: Ukraine in the Crosshairs

•   Foreign Affairs: China’s Power Outage

•   Barron's: China Is Changing, But Investors Can Still Win. Here’s How.

•   Barron's: EVs and Cleaner Energy Are Giving a Boost to Copper and Other ‘Green’ Metals

•   Barron's: Biden’s Affordable Housing Plan Won’t Make Much of a Dent

•   Barron's: GE, J&J, Toshiba: What's Behind the Wave of Corporate Spinoffs

•   Barron's: Biden and Xi’s Wink-and-Nod Meeting Changes Nothing

•   Barron's: Inflation Could Reduce Government Debt. But the Fed Shouldn't Fall for It.

•   Barron's: Biden's $1.2 Trillion Infrastructure Plan Could Drown in Red Tape

•   Barron's: Record Inflation Is a Key Test for the Federal Reserve. How Powell Could Fail.

•   Harvard Business Review: A New Crisis Playbook for an Uncertain World

•   MIT Technology Review: What Europe’s new covid surge means—and what it doesn’t

•   MIT Technology Review: This scientist now believes covid started in Wuhan's wet market. Here's why.

•   MIT Sloan Management Review: Predicting Volatility and Risk: Nasdaq’s Doug Hamilton

•   Power Magazine: Southern Joining Bill Gates-Backed Group on New Reactor Project

•   Power Magazine: New Solar Technology Promises Improved Performance, Cost Savings

•   Power Magazine: The Middle Ground: The Role of CCS After COP26

•   Windpower Monthly: Exclusive: Siemens Gamesa's recyclable blades with new resin system well suited for large blades

•   Windpower Monthly: Vestas unveils new modularised nacelle concept for onshore and offshore wind turbines

•   매경이코노미: 종부세 고지서에 부글부글 부동산 세금 공화국

•   매경이코노미: 주택 보유·거래 막는 세금 정책은 毒 ‘대중세 논란’ 종부세 속도 조절 해야

•   매경이코노미: 영국·싱가포르 1주택자 취득세 0% 美 보유세 높지만 거래세는 낮아

•   매경이코노미: 김상윤 중앙대 컴퓨터공학과 교수가 전망한 NFT의 미래…4050 즐길 만한 메타버스 생길 때가 ‘변곡점’

•   한경비즈니스: 수소 동맹 맺는 기업들…수소는 왜 혼자 못할까

•   한경비즈니스: 삼척화력발전소 포스코 탄소 중립 달성에 오점 남기나

•   한경비즈니스: 천연가스 구원투수, 탄소 포집 저장 사업

•   한경비즈니스: 김동연 “이재명 윤석열 ‘백미러 정치’, 대한민국 퇴보 불러”

•   이코노미조선: 델타 변이·공급망 병목·통화 긴축·차이나 리스크가 세계 경제 흔든다

•   이코노미조선: 글로벌 경제 4대 리스크

•   이코노미조선: “공급 병목·인플레이션 길어야 두 달…탈탄소 물가상승 유발”

•   이코노미조선: “헝다 파산해도 中 리스크 세계 경제 위기 촉발 못 한다”

•   이코노미조선: “2023년 글로벌 금리 인상 본격화하면 주택 가격 내릴 수도”

•   이코노미조선: “팬데믹 이후 세계 경제 불안정 키운 또다른 ‘E·S·G’”

•   월간조선: 박용만 前 대한상의 회장 | ‘회장님’ 자리에서 내려와 ‘그늘에 있는 사람’ 챙기겠다

•   주간한국: 미래차 전장부품, 전기차의 새로운 ‘날개’ 되나

[Books]

•   Economist: Henry Kissinger and Eric Schmidt take on AI

•   FT: Best books of 2021: Economics

•   FT: Best books of 2021: Business

•   FT: Best books of 2021: Politics

•   FT: Best books of 2021: Technology

•   FT: Best books of 2021: History

•   WSJ: Holiday Gift Books 2021: Business - WSJ

•   NYT: To Understand Inequality, Look to the 9.9 Percent

•   WP: 50 notable works of nonfiction

•   매경: [BOOKS] 송두리째 바뀐 세계, 우리는 _______로 살아가야 한다

•   매경: [Books&Biz] 전쟁도 경영도…위험 확률 따지다 위험 관리 실패한다

•   한경: [책마을] 10년뒤 닥칠 극한 상황서 살아남으려면

•   한경: [책마을] "원전이 위험?…환경주의자가 만든 공포"

•   한경: 한경 일곱번째 무크 '인더스트리 2022' 발간

•   서경: 해수면이 1.8m 상승하면 美 부동산 1조 달러가 날아간다

•   서경: [책꽂이] 코로나가 드러낸 유럽의 민낯

•   이데일리: [책]앞으로 5년, 집값이 오를 수밖에 없는 이유